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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
251
Woodmont Investment Counsel
Tennessee
$311K – – –
Koshinski Asset Management
252
Koshinski Asset Management
Illinois
$311K +$11.1K +390 +4%
AO
253
Advisor OS
Illinois
$291K +$286K +10,034 New
APA
254
American Portfolios Advisors
New York
$289K +$6.41K +225 +2%
GCA
255
Greenwood Capital Associates
South Carolina
$286K -$136K -4,760 -33%
CAL
256
Capital Analysts LLC
Pennsylvania
$281K -$25.1K -880 -8%
ACG
257
Allen Capital Group
Nebraska
$280K -$63.4K -2,224 -19%
C
258
Certuity
Florida
$270K +$265K +9,304 New
WA
259
Wambolt & Associates
Colorado
$263K -$1.74K -61 -0.7%
PWG
260
Private Wealth Group
Florida
$262K – – –
CSPIA
261
Cary Street Partners Investment Advisory
Virginia
$261K +$15.1K +530 +6%
PCM
262
Pennsylvania Capital Management
Pennsylvania
$260K +$256K +8,989 New
PP
263
Professional Planning
California
$260K +$256K +8,989 New
SAM
264
SignalPoint Asset Management
Missouri
$258K -$17.8K -625 -7%
CIC
265
Carnegie Investment Counsel
Ohio
$258K – – –
CGFA
266
Colton Groome Financial Advisors
North Carolina
$252K +$1.91K +67 +0.8%
BBNA
267
Bremer Bank National Association
Minnesota
$244K +$240K +8,420 New
MA
268
Mutual Advisors
Nebraska
$242K -$141K -4,951 -37%
HIA
269
Harbor Investment Advisory
Maryland
$240K -$7.75K -272 -3%
EWA
270
Exencial Wealth Advisors
Oklahoma
$230K +$226K +7,933 New
SWP
271
Stratos Wealth Partners
Ohio
$227K -$1.29M -45,311 -85%
GEA
272
Glen Eagle Advisors
New Jersey
$227K -$52.6K -1,847 -19%
SHJ
273
Sharkey, Howes & Javer
Colorado
$225K -$19.6K -688 -8%
LFG
274
LifePlan Financial Group
Ohio
$220K – – –
JP Morgan Chase
275
JP Morgan Chase
New York
$217K -$73.2K -2,567 -26%